See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $525 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,089 | $80,753-34.3% | $136,294-61.0% | $62,292-14.8% |
| Participation rate | 87.9% | 73.5%+14.3pp | 81.9%+6.0pp | 69.5%+18.4pp |
| Annual return | 38.92% | 35.83%+3.1pp | 5155.94%-5117.0pp | 28.90%+10.0pp |
| Employer contribution / active EE | $3,885 | $2,884+34.7% | $4,695-17.3% | $2,042+90.2% |
| Participant deferral / active EE | $13,483 | $5,164+161.1% | $6,247+115.8% | $3,169+325.5% |
| Admin fee / account holder | $3 | $525-99.5% | $9,243-100.0% | $479-99.4% |